FeeX did not find any alternative funds with lower fees and better past returns.
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Similarity

?

100%

88%

100%

Annual Fees

?

$166.77

(1.58% Exp. Ratio)

$49.61

(0.47% Exp. Ratio)

$102.39

(0.97% Exp. Ratio)

Future Est. Balance in 30 yrs

Assuming 5.55% annual return

$31,376.60

$43,926.36

$37,766.65

Est. savings over 30 yrs

—

+$12,549.76

+$6,390.05

Return

As of 11/30/16

1 YR RETURN

-5.92%

3 YR

-1.00%

5 YR

6.16%

10 YR

--

1 YR RETURN

-1.05%

3 YR

-0.91%

5 YR

6.38%

10 YR

2.71%

1 YR RETURN

-5.28%

3 YR

-0.37%

5 YR

6.80%

10 YR

--

Description

The investment seeks long-term growth of capital.
The fund invests primarily in non-U.S. securities, including securities of issuers located in emerging markets. It invests primarily in common stocks. The fund invests in companies that Fidelity Management & Research Company (FMR) believes have above-average growth potential (stocks of these companies are often called "growth" stocks). It allocates investments across countries and regions. The fund uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions, to select investments.

The investment seeks to provide long-term capital appreciation.
The fund invests predominantly in the stocks of companies located outside the United States and is expected to diversify its assets in countries across developed and emerging markets. In selecting stocks, the fund's advisors evaluate foreign markets around the world and choose large-, mid-, and small-capitalization companies considered to have above-average growth potential. The fund uses multiple investment advisors.

The investment seeks long-term growth of capital.
The fund invests primarily in non-U.S. securities, including securities of issuers located in emerging markets. It invests primarily in common stocks. The fund invests in companies that Fidelity Management & Research Company (FMR) believes have above-average growth potential (stocks of these companies are often called "growth" stocks). It allocates investments across countries and regions. The fund uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions, to select investments.

The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.

Similarity

FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.

Resources

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many considerations which may influence your investment choices. FeeX's focus is on the fees
that you may be paying in your current investments versus the fees you could be paying in other
investments. FeeX does not aim to assess your investment style and allocation choices. FeeX
uses its best judgment in recommending similar alternatives with lower fees, but cannot
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applicable securities law, be liable for any loss as a result of the use of our services. Investing in
mutual funds, exchange traded funds, and other securities carries risk of all or part of the amount
invested. Market data is provided by Morningstar. Past performance information is not indicative
of future returns.